BLNIX Mutual Fund

BLNIX Mutual Fund

NAV$14.80
See how much of BLNIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.88%
3 Months
+1.29%
6 Months
+4.46%
YTD
+9.10%
1 Year
+10.79%
3 Years (annualized)
+15.25%
5 Years (annualized)
+5.49%
10 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLNIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+9.10%
Peer Avg (YTD)
+5.30%
vs Peers
+3.80%

BLNIX Mutual Fund Performance

BLNIX performance across multiple time periods: 1-month 0.88%, YTD 9.10%, 1-year 10.79%, 3-year 15.25%, 5-year 5.49%, 10-year 7.72%.

BLNIX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

BLNIX vs another fund shows side-by-side returns. BLNIX alternatives are available in the Mutual Fund Screener.